+836.9%
HOOD vs AUR
+130.1%
+706.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.2% | -1.1% | -3.1% |
| 7D | -3.8% | -4.5% | +0.8% | -2.1% |
| 30D | -23.0% | -16.6% | -6.3% | -18.3% |
| 3M | -21.6% | -38.5% | +16.8% | -7.7% |
| 6M | +1.4% | -49.9% | +51.3% | +27.4% |
| YTD | -31.2% | +9.6% | -40.8% | -35.8% |
| 1Y | -35.9% | +1.2% | -37.1% | -38.6% |
| 3Y | +836.9% | +128.8% | +708.1% | +659.3% |
| All | +836.9% | +130.1% | +706.9% | +659.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AUR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling